Instructor: Joe Hankey & Maurice Johnson, CUNA Mutual Group

Moving toward “Diversity, Equity and Inclusion” isn't just a “feel good” way of doing business, it can actually be a bottom-line driven strategic decision. Do members like doing business with like-minded folks?  Absolutely!  Do top-rated DEI driven businesses tend to make more money?  Yes!  Does obtaining a multitude of different viewpoints improve business decisions?  You bet!  How 'bout increases in productivity, efficiency and creativity?  Yup!  And how do you get the most out of your DEI culture?  By understanding it better through the use of analytic tools and measurements.  This session looks at the benefits of DEI from a strictly analytical viewpoint and teaches you how to both make the case for a DEI culture at your credit union and how to gain the most impact from your DEI culture.

Learning Objectives:

• Gain an understanding of basic analytic tools
• Master methods for achieving DEI in the workplace
• Understand how to master DEI without invading privacy and discrimination laws

Regulations/Laws Addressed:

• Title VII of the Civil Rights Act
• Age Discrimination in Employment Act
• Americans with Disabilities Act
• Fair Labor Standards Act

Instructors: Michael Barnsback, Diane Reed and David Reed

The Human Resources function is a fast paced and highly regulated environment; this session will discuss and identify recent changes to HR related regulations and explore in detail the EEOC's Strategic Enforcement Plan (SEP). The SEP provides clear detail to employers about the focus of EEOC enforcement efforts and the issues employers should be addressing. It identifies six areas of emphasis, and we will discuss what employers will need to do to maintain compliance in those areas.

Learning Objectives:

• Identify recent significant legislative and regulatory change
• Understand how these changes will impact the HR function
• Study recent EEOC Enforcement Actions for guidance
  Regulations/Laws Addressed:

• Fair Labor Standards Act
• Americans with Disabilities Act
• Title VII of the Civil Rights Act
• Immigration Control and Reform Act
• Age Discrimination in Employment Act

Speaker: David Reed

You've got a potential harassment lawsuit on your hands and need to conduct an investigation as to the veracity of the accusation.  Do you conduct it “in-house”? Hire a professional? What about removing the “accused” from the “potential victim”? Where do privacy rights, governance policies and anti-retaliation policies come into play?  This session dissects the internal investigation operation and gives you the tools you need to ask the right questions, the right way and to the right person or persons.

Learning Objectives:

• Understand when to investigate “in-house” and when to go for outside help
• Know the boundaries of Privacy Regulation
• Gain an appreciation for the chain of command in the Credit Union system and by-law
• Know what actions are permissible for both “guilty” behavior and “non-guilty, but unacceptable” behavior

Regulations/Laws Addressed:

• Fair Labor Standards Act
• Title VII of the Civil Rights Act
• Anti-Harassment Legislation
• Privacy Legislation

Speakers: TBD 
Facilitator: David Reed

Hear it straight from the CEOs' mouths. During this informative session, we'll provide you with a panel of CEOs who will first give you their “Wish List” of the top 6 things they want from you and for you to get from staff, plus how you can get a seat at the “Big Table”.  Then, you'll have the opportunity to ask those niggling questions you've always wanted to ask.  But… you don't have to ask your CEO, you can ask one of these CEO's anonymously.

Learning Objectives:  

• Gain a deeper understanding of how to impress your CEO
• Learn how to get a seat at the “Big Table”

Regulations/Laws Addressed:

• Any and all

Instructor: Diane Reed and David Reed

Ever conducted an HR Audit?  Who conducts it? What does it cover? What do you do with the findings? In this world of complex laws and regulations, it's important that we evaluate our HR efforts on a regular basis.  We don't want our lack of a “check system” to result in either a regulatory entanglement or a lawsuit. This session provides a detailed look at the HR Audit, what it should cover and what to do with the information gleaned.

Learning Objectives:

• Learn how to conduct a comprehensive HR audit
• How do you correct any “issues” uncovered?

Regulations/Laws Addressed:

• All

Panel:  Michael Barnsback, Diane Reed and David Reed

Come prepared with your HR Compliance questions from any of the sessions to ask our panelist and your peers.